Elevate your banking career with TD Wealth as an Associate Private Banker in Vancouver, British Columbia. This role focuses on customized wealth management and client engagement for high-net-worth clients.
As part of TD's Developing Private Banker program, you'll undergo a structured training regimen designed to prepare you for a career in Private Banking. You will collaborate with Relationship Managers, delivering exceptional service to affluent clients while honing your financial advisory skills. This position will empower you to develop comprehensive banking and credit strategies.
Key Responsibilities:
- Assist in directing retail prospect referrals to PWM
- Support onboarding of HNW and UHNW clients
- Execute banking activities and credit solutions
- Conduct proactive client follow-ups for service assurance
- Collaborate with teams to deepen client relationships
Requirements:
- Undergraduate degree preferred
- 2+ years relevant experience
- Completion of the Canadian Securities Course
- Willingness to pursue financial planner designation
- Strong knowledge of banking and credit products
Drive your financial services career and support high-net-worth clients through tailored solutions at TD Wealth.
Associate Private Banker at TD Wealth in Vancouver employer: Cari
TD Canada Trust is an exceptional employer that prioritizes employee growth and development, offering comprehensive training programs and mentorship opportunities for Branch Managers. Located in Regina, our vibrant work culture fosters collaboration and community involvement, allowing you to make a meaningful impact while delivering outstanding customer experiences. Join us to be part of a team that values your contributions and supports your career aspirations in a dynamic banking environment.
